Change Custom Fields Customization

Introduction

You can add and customize the custom fields in ‘Change Manager’ using the ‘Custom fields’ feature. These fields appear in the ‘Additional Information’ tab in the Change Manager. 

Pre-requisite

To be able to add and customize Change Custom Fields, you must have ‘Access Customizations’ User Permission.

Navigation

Settings  > Customization > Change > Custom Fields

Add or Edit Change Custom Field

To add or edit a Change Custom Field:

1. Navigate to the ‘Customization’ page and click Change.
2. Click Custom Fields.
3. To add a new field, click . The system adds a line on the grid for the new field. To edit an existing custom field, search and click on the custom field from the grid and then click .

4. Enter/update the following details:

Columns	Description
Value	Enter the custom field name. Custom Fields with double quotes ” " or square brackets [] in the Value cannot be added to Plutora Analytics workbooks.
Description	Enter a description for the field.
Description Display	Select the description display type. As Tooltip: The description will appear as a tooltip when you hover the mouse cursor over the  button beside the custom field label. Under Label: The description will appear as text under the custom field label. It will also appear as a tooltip when you hover the mouse cursor over the description.
Data Type	Select the Data Type of the field from the drop-down menu. For details on these data types, see Custom Field Data Type
Tab Parent	Select which tab the field should appear under from the drop-down menu.
Group Fields	Select which group the field should appear inside from the drop-down menu.
Field Permissions	Select the field permissions (view, edit, and hide permissions) for each field. For details, see Manage Field Permissions
Mandatory	Select if the field is mandatory for users to fill in.

5. Click .

Add, Edit, or Delete Tabs

To manage custom field tabs on the Additional Information panel on the Change dialog:

On the ‘Customization’ page, navigate to Change > Custom Fields.  Click  . ‘Add/Edit Custom Field Tabs’ display.

• To add a tab: Click  and enter the new tab name.
• To edit a tab: Double click the tab that you want to edit and make changes.
• To delete a tab: Select the tab that you want to delete and then click .

Close the pop-up by clicking the X at the top-right corner. You can view the changes by clicking the Tab Parent column.

Add, Edit, or Delete Groupings

To manage custom field groups on the Additional Information panel on the Change dialog:

On the ‘Customization’ page, navigate to Change > Custom Fields.  Click . ‘Add/Edit Custom Field Grouping’ display.

• To add a grouping: Click  and enter the new grouping name. Double click the Color column and select a color from the drop-down menu or enter a Hex value.
• To edit a grouping: Double click, then edit the grouping. Double click the Color column and select a color from the drop-down menu or enter a Hex value.
• To delete a grouping: Click to select the grouping. Click 

Close the pop-up by clicking the X at the top-right corner. You can view the changes by clicking the Group Fields column. 

Bulk Update Permissions

To update the permissions of two or more Change Custom Fields at once:

1. On the ‘Customization’ page, navigate to Change > Custom Fields.
2. Select two or more custom fields (check the checkboxes)
3. Click . The button will be grayed out until you select two or more checkboxes.
4. On the ‘Bulk Update Fields Permissions’ dialog, from the Select the permission type you would like to change drop-down menu select an option. For detail on these options, see Manage Field Permissions
5. Select an option from the By drop-down menu. For detail on these options, see Manage Field Permissions
6. Click .

The system updates the permissions and the ‘Customization’ page is back to display.

Sort ‘Change Custom Fields’

Delete a Change Custom Field

Deleting a Change Custom Field will not delete it from Change records. But it will no longer be available when creating new Changes.

To delete a Change Custom Field:

1. On the ‘Customization’ page, navigate to Change > Custom Fields.
2. Select the Change Custom Field that you want to delete.
3. Click .
4. Click .

Your changes will be saved and a confirmation message will display.

More Information

Manage ‘Field Permissions’

Field Permissions set the view, edit, and hide permissions for each field:

1. Click the checkbox next to  to activate permissions.
2. Click . ‘Fields Permissions for field:…’ dialog display.
3. From Select the permission type you would like to change drop-down menu select an option:

Permission Type	Description
View Custom Field	Users with this permission can view and edit the field. The field is hidden from users without this permission. ‘View Custom Field’ overrides the other two permissions. If a user has ‘View Custom Field’ permission, no other users will be able to see the field, even if those other users have ‘View Value’ or ‘Edit Value’ permissions. If User 1 has ‘View Value’ permission on a field, User 2 has ‘Edit Value’ permission, and User 3 has ‘View Custom Field’ permission: The field will be hidden for User 1 and User 2, and will be locked for User 3. Remove the permissions of User 1 and User 2 to make the field editable for User 3.
View Value	If User 1 has the ‘View Value’ permission and no other user has been given permissions, then User 1 will be able to view and edit the field. The field will be locked (show ) and will be non-editable to users without any permissions. If User 2 has ‘View Custom Field’ permission, only User 2 will be able to see the field. If User 1 has the ‘View Value permission’ and User 2 is given ‘Edit Value’ permission, User 2 will be able to view and edit the field and User 1 will only be able to view the field (the field will be grayed out). The field will be locked and non-editable to users without any permissions. If User 3 has ‘View Custom Field’ permission, only User 3 will be able to see the field.
Edit Value	If the User has this permission, they can view and edit the field. If a user has ‘View Custom Field’ permission, no other users will be able to see the field,

4. Select from the By drop-down menu:
   • Individual: Select the checkboxes of one or more users.
   • Organization: Select the checkboxes of one or more organizations or Portfolio Associations.
   • Role: Select the checkboxes of one or more roles.
   • User Group: Select the checkboxes of one or more User Groups.
5. Click .